2024 Financial Institutions Conference Bundle

OL1287  |  On Demand Course  |  Update  |  Scheduled

Description

This is the 2024 Financial Institutions Conference Bundle.

Purchase this bundle and save 20% off the price of purchasing the courses individually. Discount percentages reflect discount on member price.

Total CPE Credit: 5.0 Hours (2.0 Accounting, 1.5 Economics, 1.5 Information Technology)

*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: August 31, 2025

Courses Included in this Bundle:

  1. Understanding the Relationship Between Credit Cycles and Interest Rates
  2. Fundamentals of AI and How it can be Applied to Financial Institution Services
  3. Accounting and Auditing Update
  4. Economic Update

Credits

Number of Credits Type of Credits
2.00 Accounting
1.50 Economics
1.50 Information Technology

Prices

Member (Early Bird)
$180.00
Non-Member (Early Bird)
$280.00
Member
$180.00
Non-Member
$280.00
Your Price: $280.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.

Instructors

Christopher Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations, Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager's Index from NACM and Fabrinomics from the FMA.

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David Mills, MBA, CISA, CGEIT, CRISC, MCSE

David provides more than 25 years of experience in information technology. His specialties include IT compliance/audit, security, risk analysis, disaster recovery, network design, installation, and implementation. David's accomplishments include IT assessments/audits for Gramm Leach Bliley, Federal Financial Institutions Examinations Council (FFIEC), National Credit Union Association (NCUA), Health Insurance Portability and Accountability Act (HIPAA/HiTECH), National Association of Insurance Commissioners (NAIC), SOC 1 (SSAE 16), SOC 2, and the Bank Secrecy Act.

Additionally, David serves as an IT subject matter expert in the AICPA SOC Peer Review Program. He teaches the AICPA Advanced IT Audit School and is a member of the AICPA SOC Task Force. He also serves as the current editor of the ISACA Information Systems Control Journal. David has served on the faculty of Troy University as an Adjunct Professor, a speaker and instructor for groups and associations such as the AICPA IT Executive Committee, Alabama, Georgia, North Carolina, and Tennessee Society of CPA's. David designed and built one of the first internet service providers in Alabama providing deep experience in cyber security. David is the Director of Information Technology Audit and Assurance for Carr, Riggs, & Ingram a super-regional CPA firm ranked number 21 out of over 45,000 CPA firms in America.

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Omar Hinojosa, CFA

As Managing Partner at HUB | Taylor Advisors, Omar works with institutions across the country to provide profit driven balance sheet management solutions. He began his banking career as investment and asset liability manager for several billion plus institutions in Texas and served as an Advisory Board Director for the Lone Star New Markets Fund, L.P. Omar has been a frequent speaker at various financial institution programs including the Federal Home Loan Bank System and Bank Director Magazine.

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Nick McCarthy, CPA

Nick is an Audit Manager in the Crowe Financial Services Practice in the Louisville, Kentucky office. He has 8 years of experience in auditing and 6 years of experience servicing the financial services industry.

Throughout his career, Nick has focused his efforts on serving financial institutions and has experience with public company audits, business combinations and related SEC filings, and SOX and FDICIA controls audits. He has experience with public and private financial institutions ranging from $100 million community financial institutions to a $46 billion public company.

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Ashley E. Brandon, CPA

Ashley Brandon is an Audit Senior Manager based out of Crowe's Franklin, TN office. She has over ten years of experience with Crowe providing a variety of client services in financial services industry. Ashley's experience includes clients ranging from $100 million to $50 billion in assets. Ashley has a deep specialization in auditing financial institutions, including SOX 404 audits.

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